HLGE vs VFMV

HLGE vs VFMV

Which is better, HLGE or VFMV?

VFMV has been ahead.

VFMV has a lower expense ratio. VFMV led over 1Y and the full window.

Lower Fees: VFMVHigher Returns: VFMV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricHLGEVFMV
Expense Ratio0.44%0.13%Best
AUM$13M$460M
Dividend Yield1.34%1.63%
Holdings342204
Volatility (annualized)16.4%12.4%Best
Max Drawdown-23.9%-15.4%Best
$10,000 over 4.3 years$13,387$14,978Best
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionMar 16, 2021Feb 13, 2018

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 478 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. HLGE has data through Jun 23, 2025 and VFMV through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: Mar 17, 2021 to Jun 23, 2025 (4.3 years).

Compare HLGE against instead:HLGE vs SPYHLGE vs QQQHLGE vs VOOHLGE vs VTIVFMV against:VFMV vs VXUS

Risk: Volatility and Drawdowns

HLGE has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 12.4% for VFMV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -23.9% for HLGE and -15.4% for VFMV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HLGE charges 0.44% per year while VFMV charges 0.13%. On a $10,000 position that is $44 vs $13 annually, a gap of $31 per year that compounds over a long holding period. On income, HLGE currently yields 1.34% against 1.63% for VFMV.

You are not choosing between two funds in isolation.

Whichever of HLGE and VFMV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HLGEVFMV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HLGE or VFMV?

HLGE has an expense ratio of 0.44% while VFMV charges 0.13%. VFMV is the cheaper option, by $31 a year on a $10,000 investment.

Which is riskier, HLGE or VFMV?

HLGE has been the more volatile fund at 16.4% annualized versus 12.4% for VFMV. Worst drawdown: HLGE -23.9% vs VFMV -15.4%.

Should I hold both HLGE and VFMV?

HLGE and VFMV have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, HLGE or VFMV?

HLGE yields 1.34% while VFMV yields 1.63%, so VFMV currently pays the higher dividend yield.

Is VFMV better than HLGE?

VFMV has a lower expense ratio. VFMV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.